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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

1,175 hedge funds and large institutions have $16.5B invested in Schwab US Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 452 increasing their positions, 398 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+48
Holders Change %
+4.26%
% of All Funds
17.09%
Holding in Top 10
190
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.15%
% of All Funds
2.76%
New
110
Increased
452
Reduced
398
Closed
45
Calls
$8.44M
Puts
$2.48M
Net Calls
+$5.96M
Net Calls Change
-$5.33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.01B
2
OIA
OneDigital Investment Advisors
Kansas
$221M
3
LPL Financial
LPL Financial
California
$386M
4
Ameriprise
Ameriprise
Minnesota
$350M
5
AAS
Avantax Advisory Services
Texas
$77.2M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.07B
2
Osaic Holdings
Osaic Holdings
Arizona
$433M
3
GAA
Global Assets Advisory
Florida
$429K
4
APP
Avantax Planning Partners
Iowa
$453M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
176
Martel Wealth Advisors
Washington
$14.5M -$103K -4,104 -0.7%
RGF
177
Retirement Guys Formula
Ohio
$14.4M -$39.6K -1,572 -0.3%
GCP
178
Gill Capital Partners
Colorado
$14.3M -$248K -9,856 -2%
CFMC
179
Curbstone Financial Management Corp
New Hampshire
$14.2M -$195K -7,720 -1%
LBC
180
Lowe Brockenbrough & Co
Virginia
$14M -$3.65M -144,588 -21%
AFA
181
AllGen Financial Advisors
Florida
$14M -$208K -8,240 -1%
CI
182
Conning Inc
Connecticut
$14M -$1.42M -56,372 -9%
HI
183
Harbour Investments
Wisconsin
$13.8M +$1.21M +47,908 +10%
SFG
184
Sage Financial Group
Pennsylvania
$13.8M -$285K -11,316 -2%
MAG
185
Members Advisory Group
New York
$13.8M +$629K +24,952 +5%
RC
186
Rovin Capital
Arizona
$13.8M +$804K +31,892 +6%
SPG
187
Strategic Planning Group
Utah
$13.8M +$835K +33,128 +6%
LC
188
LCNB Corp
Ohio
$13.6M -$447K -17,748 -3%
KA
189
Kovack Advisors
Florida
$13.3M +$13.3M +529,200 New
PFWA
190
Paces Ferry Wealth Advisors
Georgia
$13.3M +$854K +33,880 +7%
SFA
191
Sequoia Financial Advisors
Ohio
$13.3M -$1.08M -42,896 -8%
SA
192
Sanctuary Advisors
Indiana
$13.1M +$13.1M +578,568 New
SL
193
Systelligence LLC
Minnesota
$13M -$1.48M -58,628 -10%
SFWC
194
Strategic Family Wealth Counselors
New Jersey
$12.6M +$288K +11,428 +2%
BWL
195
Bogart Wealth LLC
Virginia
$12.6M +$62.2K +2,468 +0.5%
KFS
196
Kaizen Financial Strategies
California
$12.5M +$509K +20,928 +4%
CNWM
197
Clay Northam Wealth Management
California
$12.5M -$199K -7,900 -2%
PIP
198
Peachtree Investment Partners
Florida
$12.4M -$232K -9,220 -2%
SWM
199
SeaCrest Wealth Management
New York
$12.3M +$1.42M +56,184 +13%
YIA
200
YHB Investment Advisors
Connecticut
$12.3M +$920K +36,480 +8%
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